SF Stifel Financial Corporation Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q May 4, 2026
$70.28
· of 52w range
· above low
· to high
$67.8152w low
$89.8352w high
P/E (TTM)
10.1
EPS (TTM)
$6.96
Revenue (TTM)
$6.54B
your badges
52W Range
$68–$90
Analyst Rating
BUY
Price Target
$89
P/E
10.1
ROE
15.3%
Net Profit Margin
13.5%
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SF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$70.28
P/E (TTM)
10.1
EPS (TTM)
$6.96
Revenue (TTM)
$6.54B
ROE (TTM)
15.3%
52W Range
$68–$90
SF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Feb. 27, 2026 | 3-for-2 | Forward |
| Dec. 17, 2020 | 3-for-2 | Forward |
| April 6, 2011 | 3-for-2 | Forward |
| June 13, 2008 | 3-for-2 | Forward |
| Sept. 16, 2004 | 4-for-3 | Forward |
| Feb. 9, 1999 | 21-for-20 | Forward |
| Feb. 10, 1998 | 21-for-20 | Forward |
| Jan. 31, 1997 | 21-for-20 | Forward |
| Feb. 2, 1996 | 21-for-20 | Forward |
| Feb. 6, 1995 | 21-for-20 | Forward |
| Oct. 8, 1993 | 21-for-20 | Forward |
| Oct. 6, 1992 | 21-for-20 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$6.35B2016-12-31 → 2025-12-31
EPS$5.872016-12-31 → 2025-12-31
Free Cash Flow$1.05B2016-12-31 → 2025-12-31
Net margin13.5%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 10.15Y avg ≈10.1 | ≈10.1 | 18.5 | Undervalued | |
| PEG Ratio | ≈1.4 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | SF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 0.96%5Y avg ≈4.2% | ≈4.2% | 1.8% | Weak | |
| Pretax Margin (TTM) | 17.3%5Y avg ≈16.9% | ≈16.9% | 18.2% | In line | |
| Net Profit Margin (TTM) | 13.5%5Y avg ≈13.0% | ≈13.0% | 14.4% | In line | |
| ROA (TTM) | 2.1%5Y avg ≈1.9% | ≈1.9% | 2.6% | Weak | |
| ROE (TTM) | 15.3%5Y avg ≈12.8% | ≈12.8% | 18.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.7%5Y avg ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 3Y | 11.4%5Y avg ≈9.8% | ≈9.8% | · | · | |
| Revenue CAGR 5Y | 10.7% | · | · | · | |
| EPS YoY | -6.1%5Y avg ≈12.1% | ≈12.1% | · | · | |
| Net Income YoY | -6.5%5Y avg ≈11.3% | ≈11.3% | · | · | |
| EPS CAGR 3Y | 3.3%5Y avg ≈0.73% | ≈0.73% | · | · | |
| EPS CAGR 5Y | 7.1% | · | · | · | |
| Net Income CAGR 3Y | 1.1%5Y avg ≈-0.53% | ≈-0.53% | · | · | |
| Net Income CAGR 5Y | 6.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SF | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.1 | ≈0.1 | 0.2 | In line | |
| Revenue / Employee | ≈$713.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$1.36
5Y Div CAGR≈32.3%
Growth Streak≈7
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 1, 2026 | $0.34 | USD | ≈1.7% |
| Jun 1, 2026 | $0.34 | USD | ≈1.9% |
| Mar 2, 2026 | $0.34 | USD | ≈1.7% |
| Dec 1, 2025 | $0.31 | USD | ≈1.5% |
| Sep 2, 2025 | $0.31 | USD | ≈1.6% |
| Jun 2, 2025 | $0.31 | USD | ≈1.9% |
| Mar 3, 2025 | $0.31 | USD | ≈1.7% |
| Dec 2, 2024 | $0.28 | USD | ≈1.5% |
| Sep 3, 2024 | $0.28 | USD | ≈1.9% |
| Jun 3, 2024 | $0.28 | USD | ≈2.0% |
| Feb 29, 2024 | $0.28 | USD | ≈2.0% |
| Nov 30, 2023 | $0.24 | USD | ≈2.4% |
| Aug 31, 2023 | $0.24 | USD | ≈2.1% |
| May 31, 2023 | $0.24 | USD | ≈2.4% |
| Feb 28, 2023 | $0.24 | USD | ≈1.9% |
| Nov 30, 2022 | $0.20 | USD | ≈1.9% |
| Aug 31, 2022 | $0.20 | USD | ≈1.8% |
| May 31, 2022 | $0.20 | USD | ≈1.4% |
| Feb 28, 2022 | $0.20 | USD | ≈1.0% |
| Nov 30, 2021 | $0.10 | USD | ≈0.84% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.0%
Next Report
Oct 20, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $1.42 | $1.38 | 3.0% |
| March 31, 2026 | $1.45 | $1.44 | 1.0% | |
| Dec. 31, 2025 | $1.75 | $1.72 | 1.9% | |
| Sept. 30, 2025 | $1.30 | $1.30 | 0.27% | |
| June 30, 2025 | $1.14 | $1.11 | 2.9% | |
| March 31, 2025 | $1.10 | $1.13 | -2.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B | $3.82B | $3.51B | $3.19B | $3.00B | $2.64B | $2.38B | $2.25B | |
| Operating Income | · | $928M | $707M | $885M | · | · | · | · | · | · | · | · | |
| Interest Expense | $818M | $981M | $810M | $201M | $46M | $66M | $178M | $170M | $70M | $67M | $45M | $41M | |
| Interest Income | $1.90B | $2.02B | $1.96B | $1.10B | $548M | $524M | $725M | $646M | $454M | $294M | $179M | $186M | |
| Pretax Income | $871M | $928M | $707M | $885M | $1.07B | $651M | $599M | $534M | $270M | $143M | $142M | $291M | |
| Income Tax | $187M | $197M | $184M | $223M | $242M | $148M | $149M | $140M | $87M | $61M | $49M | $112M | |
| Net Income | $684M | $731M | $523M | $662M | $825M | $503M | $448M | $394M | $183M | $82M | $92M | $176M | |
| EPS (Basic) | $6.25 | $6.67 | $4.55 | $5.74 | $7.34 | $4.49 | $3.99 | $3.57 | $2.53 | $1.16 | $1.35 | $2.65 | |
| EPS (Diluted) | $5.87 | $6.25 | $4.28 | $5.32 | $6.66 | $4.16 | $3.66 | $3.15 | $2.14 | $1.00 | $1.18 | $2.31 | |
| Shares (Basic) | 103,497,000 | 104,066,000 | 106,661,000 | 108,848,000 | 107,536,000 | 106,174,000 | 107,997,000 | 107,679,000 | 68,562,000 | 66,871,000 | 68,543,000 | 66,472,000 | |
| Shares (Diluted) | 110,052,000 | 110,975,000 | 113,453,000 | 117,540,000 | 118,530,000 | 114,573,000 | 117,878,000 | 121,982,000 | 81,035,000 | 77,563,000 | 78,554,000 | 76,376,000 | |
| EBITDA | $61M | $991M | $61M | $51M | $46M | $41M | · | $28M | $32M | $43M | $37M | $29M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.25B | $2.65B | $3.36B | $2.20B | $1.96B | $2.28B | $1.14B | $1.94B | $696M | $913M | $811M | $690M | |
| PP&E (Net) | $197M | $193M | $192M | $200M | $168M | $168M | $1.11B | $373M | $155M | $173M | $182M | $124M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $646M | $394M | $436M | $406M | $319M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $273M | $239M | $263M | $224M | $195M | |
| Goodwill | $1.46B | $1.40B | $1.39B | $1.33B | $1.31B | $1.18B | $1.19B | $1.03B | $1.03B | $962M | $916M | $795M | |
| Intangibles | $108M | $114M | $133M | $131M | $148M | $141M | $162M | $120M | $120M | $116M | $63M | $55M | |
| Total Assets | $41.27B | $39.90B | $37.73B | $37.20B | $34.05B | $26.60B | $24.61B | $24.52B | $21.38B | $19.13B | $13.33B | $9.52B | |
| Short-term Debt | · | · | · | · | · | · | · | $181M | $256M | $377M | $89M | · | |
| Total Liabilities | $35.29B | $34.21B | $32.43B | $31.87B | $29.01B | $22.37B | $20.94B | $21.32B | $18.52B | $16.39B | $10.83B | $7.20B | |
| Long-term Debt | $617M | $617M | $1.12B | $1.11B | $1.11B | $1.11B | $1.02B | $1.02B | $1.01B | $796M | $740M | $625M | |
| Total Debt | · | · | · | · | · | · | · | $181M | $256M | $377M | $237M | · | |
| Common Stock | $25M | $17M | $17M | $17M | $17M | $17M | $17M | $11M | $11M | $10M | $10M | $10M | |
| Paid-in Capital | $1.91B | $1.90B | $1.91B | $1.93B | $1.92B | $1.89B | $1.90B | $1.89B | $1.73B | $1.84B | · | $1.63B | |
| Treasury Stock | $786M | $630M | $637M | $352M | $351M | $308M | $320M | $181M | $39M | $100M | $105M | · | |
| AOCI | $-18M | $-76M | $-74M | $-118M | $5M | $28M | $-12M | $-73M | $-27M | $-39M | $-40M | $-38M | |
| Stockholders' Equity | $5.98B | $5.69B | $5.29B | $5.33B | $5.03B | $4.24B | $3.67B | $3.17B | $2.86B | $2.74B | $2.49B | $2.32B | |
| Liabilities + Equity | $41.27B | $39.90B | $37.73B | $37.20B | $34.05B | $26.60B | $24.61B | $24.52B | $21.38B | $19.13B | $13.33B | $9.52B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $62M | $61M | $51M | $46M | $41M | $38M | $28M | $32M | $43M | $37M | $29M | |
| Deferred Tax | $-21M | $-31M | $16M | $13M | $32M | $-39M | $-7M | $14M | $118M | $46M | $-6M | $-9M | |
| Amort. of Intangibles | $34M | $24M | $21M | $20M | $18M | $20M | $16M | $13M | $12M | $14M | $10M | $12M | |
| Other Non-cash | $393M | $-273M | $-100M | $432M | $-30M | $1.16B | · | $93M | $329M | $-520M | $-453M | $40M | |
| Operating Cash Flow | $1.12B | $490M | $499M | $1.16B | $872M | $1.66B | $627M | $530M | $680M | $-441M | $-262M | $250M | |
| CapEx | $62M | $74M | $52M | $82M | $188M | $73M | $158M | $108M | $28M | $28M | $70M | $27M | |
| Investing Cash Flow | $-1.61B | $-2.31B | $1.04B | $-4.32B | $-6.97B | $-1.69B | $-350M | $-989M | $-2.65B | $-5.25B | · | $-393M | |
| Net Debt Issued | · | · | · | · | · | · | · | $-8M | · | $-9M | · | · | |
| Stock Repurchased | $245M | $144M | $444M | $106M | $173M | $58M | $215M | $170M | $13M | $113M | $118M | · | |
| Net Stock Activity | $-245M | $-144M | $-444M | $-106M | $-173M | $-58M | · | $-170M | $-13M | $-113M | $-118M | · | |
| Financing Cash Flow | $91M | $980M | $-255M | $3.19B | $5.79B | $1.20B | $-1.08B | $1.75B | $1.76B | $5.66B | · | $123M | |
| Net Change in Cash | $-395M | $-846M | $1.29B | $79M | $-303M | $1.18B | $-795M | $1.28B | $-199M | $-52M | $121M | $-27M | |
| Taxes Paid | $200M | $233M | $184M | $217M | $289M | $160M | $162M | $67M | $22M | $23M | · | · | |
| Free Cash Flow | $1.05B | $417M | $447M | $1.08B | $684M | $1.59B | · | $421M | $634M | $-377M | $-397M | $224M | |
| Levered FCF | $413M | $-356M | $-152M | $924M | $648M | $1.54B | · | $296M | $587M | $-416M | $-426M | $198M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 15.6% | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | 10.8% | 12.3% | 10.1% | 14.4% | 17.2% | 13.2% | · | 12.3% | 6.1% | 3.1% | 3.9% | 7.8% | |
| Pretax Margin | 13.7% | 15.6% | 13.7% | 19.3% | 22.3% | 17.1% | · | 16.7% | 9.0% | 5.4% | 6.0% | 12.9% | |
| EBITDA Margin | 0.96% | 16.7% | 1.2% | 1.1% | 0.95% | 1.1% | · | 0.87% | 1.1% | 1.6% | 1.5% | 1.3% | |
| ROA | 1.7% | 1.9% | 1.4% | 1.9% | 2.7% | 2.0% | · | 1.7% | 0.90% | 0.50% | 0.81% | 1.9% | |
| ROE | 11.7% | 13.0% | 9.9% | 12.6% | 16.8% | 12.2% | · | 13.1% | 6.5% | 3.1% | 3.8% | 8.0% | |
| ROIC | · | 12.9% | · | · | · | · | · | · | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | 0.1 | · | |
| Interest Coverage | · | 0.9 | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $57.68 | $53.63 | $45.48 | $39.07 | $40.35 | $33.32 | · | $39.29 | $36.98 | $34.07 | $30.26 | $29.46 | |
| Cash Flow / Share | $10.15 | $4.42 | $4.40 | $9.85 | $7.36 | $14.50 | · | $6.51 | $8.17 | $-4.50 | $-4.16 | $3.28 | |
| Dividend / Share | $1.84 | $1.68 | $1.44 | $1.20 | $0.60 | $0.45 | $0.40 | $0.32 | $0.20 | $0.20 | · | · | |
| Dividend Paid / Share | · | · | · | · | $0.60 | $0.45 | $0.40 | $0.32 | $0.20 | $0.20 | · | · | |
| EPS (TTM) | $5.87 | $6.25 | $4.28 | $5.32 | $6.66 | $4.16 | $3.66 | $3.15 | $2.14 | $1.00 | $1.18 | $2.31 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.7% | 15.4% | 12.3% | -4.0% | 25.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.4% | 7.6% | 10.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -6.1% | 46.0% | -19.6% | -20.1% | 60.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 3.3% | -2.1% | 0.95% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 7.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -6.5% | 40.0% | -21.1% | -19.7% | 63.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.1% | -3.9% | 1.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 6.3% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B | $3.82B | $3.51B | $3.19B | $3.00B | $2.64B | $2.38B | $2.25B | |
| Net Income TTM | $684M | $731M | $523M | $662M | $825M | $503M | $448M | $394M | $183M | $82M | $92M | $176M | |
| P/E | 14.2 | 11.3 | 10.8 | 7.3 | 7.0 | 8.1 | 7.4 | 5.8 | 12.4 | 22.2 | 16.0 | 9.8 | |
| Earnings Yield | 7.0% | 8.8% | 9.3% | 13.7% | 14.2% | 12.4% | 13.6% | 17.1% | 8.1% | 4.5% | 6.3% | 10.2% |
Income Statement
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.67B | $1.75B | $1.63B | $1.49B | $1.47B | $1.59B | $1.48B | $1.47B | $1.42B | $1.39B | $1.27B | $1.24B | $1.26B | $1.24B | $1.10B | $1.13B | |
| Interest Expense | $187M | $192M | $205M | $207M | $214M | $228M | $251M | $247M | $255M | $244M | $221M | $191M | $155M | $115M | $60M | $17M | |
| Interest Income | $451M | $469M | $482M | $477M | $476M | $501M | $511M | $498M | $507M | $516M | $505M | $483M | $452M | $417M | $304M | $213M | |
| Pretax Income | $326M | $308M | $286M | $214M | $63M | $266M | $217M | $227M | $219M | $206M | $109M | $181M | $210M | $234M | $206M | $219M | |
| Income Tax | $75M | $44M | $75M | $59M | $10M | $22M | $58M | $62M | $55M | $44M | $41M | $47M | $52M | $57M | $55M | $58M | |
| Net Income | $251M | $264M | $211M | $155M | $53M | $244M | $159M | $165M | $164M | $162M | $68M | $134M | $158M | $177M | $151M | $161M | |
| EPS (Basic) | $1.56 | $2.46 | $1.96 | $1.41 | $0.28 | $2.26 | $1.43 | $1.50 | $1.48 | $1.48 | $0.55 | $1.16 | $1.36 | $1.55 | $1.30 | $1.39 | |
| EPS (Diluted) | $1.48 | $2.30 | $1.84 | $1.34 | $0.26 | $2.10 | $1.34 | $1.41 | $1.40 | $1.38 | $0.52 | $1.10 | $1.28 | $1.43 | $1.21 | $1.29 | |
| Shares (Basic) | 155,508,000 | · | 103,119,000 | 103,349,000 | 157,146,000 | · | 103,966,000 | 104,150,000 | 104,275,000 | · | 106,068,000 | 107,944,000 | 108,754,000 | · | 108,767,000 | 109,083,000 | |
| Shares (Diluted) | 163,444,000 | · | 110,058,000 | 108,847,000 | 165,953,000 | · | 110,994,000 | 110,285,000 | 109,985,000 | · | 113,195,000 | 113,864,000 | 115,390,000 | · | 117,218,000 | 117,400,000 | |
| EBITDA | $15M | · | · | · | $15M | · | · | · | $16M | · | · | · | $15M | · | · | · |
Balance Sheet
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.90B | $2.25B | $3.18B | $1.86B | $2.73B | $2.65B | $1.92B | $2.62B | $3.41B | $3.36B | $2.77B | $1.91B | $2.77B | $2.20B | $1.41B | $1.58B | |
| PP&E (Net) | $230M | $197M | $198M | $197M | $195M | $193M | $191M | $326M | $301M | · | $196M | $198M | $201M | · | $177M | $171M | |
| Goodwill | $1.46B | $1.46B | $1.48B | $1.48B | $1.40B | $1.40B | $1.39B | $1.39B | $1.39B | · | $1.40B | $1.38B | $1.38B | · | $1.32B | $1.31B | |
| Intangibles | $97M | $108M | $110M | $115M | $108M | $114M | $117M | $121M | $127M | · | $127M | $127M | $132M | · | $135M | $135M | |
| Total Assets | $42.89B | $41.27B | $41.69B | $39.86B | $40.38B | $39.90B | $38.93B | $37.81B | $38.26B | · | $37.88B | $37.30B | $38.60B | · | $37.61B | $36.48B | |
| Total Liabilities | $36.91B | $35.29B | $35.93B | $34.26B | $34.85B | $34.21B | $33.38B | $32.41B | $32.98B | · | $32.63B | $31.96B | $33.27B | · | $32.38B | $31.35B | |
| Long-term Debt | $618M | $617M | $617M | $617M | $617M | $617M | $616M | $1.12B | $1.12B | · | $1.12B | $1.12B | $1.11B | · | $1.11B | $1.11B | |
| Common Stock | $25M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | $17M | · | $17M | $17M | $17M | · | $17M | $17M | |
| Paid-in Capital | $1.82B | $1.92B | $1.87B | $1.84B | $1.81B | $1.90B | $1.87B | $1.84B | $1.81B | · | $1.89B | $1.86B | $1.83B | · | $1.91B | $1.88B | |
| Treasury Stock | $790M | $786M | $751M | $722M | $644M | $630M | $594M | $576M | $564M | · | $510M | $398M | $323M | · | $297M | $300M | |
| AOCI | $-27M | $-18M | $-26M | $-34M | $-52M | $-76M | $-40M | $-85M | $-84M | · | $-134M | $-105M | $-92M | · | $-144M | $-110M | |
| Stockholders' Equity | $5.98B | $5.98B | $5.76B | $5.60B | $5.54B | $5.69B | $5.56B | $5.40B | $5.27B | $5.29B | $5.24B | $5.34B | $5.33B | $5.33B | $5.23B | $5.12B | |
| Liabilities + Equity | $42.89B | $41.27B | $41.69B | $39.86B | $40.38B | $39.90B | $38.93B | $37.81B | $38.26B | · | $37.88B | $37.30B | $38.60B | · | $37.61B | $36.48B |
Cash Flow
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $17M | $16M | $17M | $14M | $14M | $15M | $14M | $12M | $12M | |
| Deferred Tax | $18M | $34M | $-12M | $-13M | $-30M | $13M | $-22M | $-19M | $-3M | $49M | $-28M | $-18M | $13M | $28M | $-16M | $-25M | |
| Amort. of Intangibles | $11M | $17M | $6M | $6M | $5M | $6M | $6M | $6M | $6M | $7M | $5M | $5M | $4M | $5M | $4M | $6M | |
| Other Non-cash | $-627M | · | · | · | $-250M | · | · | · | $-786M | · | · | · | $-571M | · | · | · | |
| Operating Cash Flow | $-343M | $382M | $338M | $607M | $-211M | $424M | $469M | $477M | $-610M | $275M | $230M | $379M | $-385M | $858M | $500M | $423M | |
| CapEx | $48M | $13M | $17M | $15M | $17M | $17M | $13M | $34M | $10M | $13M | $12M | $11M | $15M | $37M | $18M | $14M | |
| Investing Cash Flow | $-256M | $-673M | $-354M | $-414M | $-173M | $-495M | $-1.65B | $-911M | $477M | $866M | $145M | $323M | $-290M | $264M | $-1.70B | $-1.95B | |
| Debt Issued | $45M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $35M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $96M | $38M | $31M | $83M | $93M | $46M | $20M | $18M | $61M | $144M | $119M | $87M | $95M | $75M | $0 | $31M | |
| Net Stock Activity | $-96M | · | · | · | $-93M | · | · | · | $-61M | · | · | · | $-95M | · | · | · | |
| Financing Cash Flow | $1.25B | $-646M | $1.31B | $-1.03B | $457M | $813M | $465M | $-383M | $85M | $-424M | $500M | $-1.56B | $1.23B | $-353M | $979M | $1.39B | |
| Net Change in Cash | $646M | $-934M | $1.29B | $-828M | $76M | $733M | $-712M | $-817M | $-49M | $722M | $872M | $-857M | $557M | $783M | $-161M | $-117M | |
| Taxes Paid | $6M | $78M | $41M | $74M | $8M | $48M | $34M | $36M | $115M | $79M | $9M | $91M | $4M | $54M | $51M | $102M | |
| Free Cash Flow | $-390M | · | · | · | $-228M | · | · | · | $-619M | · | · | · | $-400M | · | · | · | |
| Levered FCF | $-535M | · | · | · | $-406M | · | · | · | $-810M | · | · | · | $-517M | · | · | · |
Profitability
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.1% | · | 12.9% | 10.4% | 3.6% | · | 10.7% | 11.3% | 11.5% | · | 5.4% | 10.8% | 12.5% | · | 13.7% | 14.3% | |
| Pretax Margin | 19.6% | · | 17.5% | 14.3% | 4.3% | · | 14.7% | 15.5% | 15.4% | · | 8.6% | 14.6% | 16.6% | · | 18.6% | 19.4% | |
| EBITDA Margin | 0.92% | · | · | · | 1.0% | · | · | · | 1.1% | · | · | · | 1.2% | · | · | · | |
| ROA | 0.60% | · | 0.52% | 0.40% | 0.13% | · | 0.41% | 0.44% | 0.43% | · | 0.18% | 0.36% | 0.43% | · | 0.44% | 0.49% | |
| ROE | 4.4% | · | 3.7% | 2.8% | 0.98% | · | 2.9% | 3.1% | 3.1% | · | 1.3% | 2.6% | 3.0% | · | 3.0% | 3.3% |
Efficiency
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $10.19 | · | $14.85 | $13.70 | $13.28 | · | $13.30 | $13.29 | $12.89 | · | $11.18 | $10.91 | $10.94 | · | $9.43 | $9.59 | |
| Cash Flow / Share | $-2.10 | · | · | · | $-1.91 | · | · | · | $-5.54 | · | · | · | $-3.34 | · | · | · | |
| Dividend / Share | $0.34 | $0.46 | $0.46 | $0.46 | $0.31 | $0.42 | $0.42 | $0.42 | $0.42 | $0.36 | $0.36 | $0.36 | $0.36 | $0.30 | $0.30 | $0.30 | |
| EPS (TTM) | $6.51 | · | $5.09 | · | $5.11 | · | $5.53 | $4.71 | $4.40 | · | $4.33 | $5.02 | $5.21 | · | $6.01 | $6.34 |
Valuation (TTM)
| Metric | Trend | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.54B | · | $6.19B | · | $6.00B | · | $5.75B | $5.54B | $5.32B | · | $5.01B | $4.84B | $4.73B | · | $4.67B | $4.72B | |
| Net Income TTM | $882M | · | $663M | · | $621M | · | $650M | $560M | $529M | · | $537M | $620M | $646M | · | $747M | $788M | |
| P/E | 11.4 | · | 14.9 | · | 12.3 | · | 11.3 | 11.9 | 11.8 | · | 9.5 | 7.9 | 7.6 | · | 5.8 | 5.9 | |
| Earnings Yield | 8.8% | · | 6.7% | · | 8.1% | · | 8.8% | 8.4% | 8.4% | · | 10.6% | 12.6% | 13.2% | · | 17.4% | 17.0% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $6.35B | $5.95B | $5.16B | $4.59B | $4.78B |
| Operating Margin % | · | 15.6% | · | · | · |
| Net Income | $684M | $731M | $523M | $662M | $825M |
| Diluted EPS | $5.87 | $6.25 | $4.28 | $5.32 | $6.66 |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.05B | $417M | $447M | $1.08B | $684M |
Institutional owners (13F) 632 filers · $10.7B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
632
Value held
$10.7B
New positions
61
Exited positions
92
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 61 (-32 vs prior Q) | 92 (+30 vs prior Q) | 192 (-296 vs prior Q) | 256 (+211 vs prior Q) | +1.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,200,970,493 | 9,590,884 | 11.22% | Shares |
| BlackRock, Inc. | $1,031,197,300 | 14,779,953 | 9.63% | Shares |
| FMR LLC | $595,471,662 | 8,534,782 | 5.56% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $499,810,791 | 7,163,692 | 4.67% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $464,623,408 | 6,659,358 | 4.34% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $418,717,683 | 6,001,400 | 3.91% | Shares |
| STATE STREET CORP | $340,183,519 | 4,875,785 | 3.18% | Shares |
| Boston Partners | $307,332,414 | 4,403,821 | 2.87% | Shares |
| STIFEL FINANCIAL CORP | $271,194,660 | 3,886,981 | 2.53% | Shares |
| EARNEST PARTNERS LLC | $251,767,138 | 3,608,530 | 2.35% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $202,482,738 | 2,902,428 | 1.89% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $202,169,820 | 2,896,899 | 1.89% | Shares |
| ALLIANCEBERNSTEIN L.P. | $194,946,703 | 2,637,266 | 1.82% | Shares |
| Capital Research Global Investors | $187,247,610 | 2,683,784 | 1.75% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $178,989,982 | 2,565,429 | 1.67% | Shares |
| MORGAN STANLEY | $159,834,477 | 2,290,873 | 1.49% | Shares |
| NORGES BANK | $143,843,972 | 2,061,688 | 1.34% | Shares |
| MILLENNIUM MANAGEMENT LLC | $137,599,906 | 1,972,193 | 1.29% | Shares |
| BANK OF AMERICA CORP /DE/ | $123,551,419 | 1,770,839 | 1.15% | Shares |
| GOLDMAN SACHS GROUP INC | $116,548,912 | 1,670,473 | 1.09% | Shares |
| Fisher Asset Management, LLC | $115,267,972 | 1,652,113 | 1.08% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $110,879,391 | 1,589,213 | 1.04% | Shares |
| NORTHERN TRUST CORP | $107,030,041 | 1,534,041 | 1.00% | Shares |
| Qube Research & Technologies Ltd | $106,296,618 | 1,523,529 | 0.99% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $100,293,498 | 1,437,487 | 0.94% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98,039,000 | 1,405,150 | 0.92% | Shares |
| Bank of New York Mellon Corp | $93,234,924 | 1,336,318 | 0.87% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92,570,351 | 1,326,793 | 0.86% | Shares |
| TWO SIGMA INVESTMENTS, LP | $85,614,069 | 1,227,090 | 0.80% | Shares |
| UBS Group AG | $72,043,106 | 1,032,580 | 0.67% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $71,389,576 | 1,023,213 | 0.67% | Shares |
| ALGEBRIS (UK) LTD | $70,085,540 | 1,007,696 | 0.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $67,229,395 | 963,586 | 0.63% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $61,059,843 | 875,159 | 0.57% | Shares |
| D. E. Shaw & Co., Inc. | $53,193,206 | 762,408 | 0.50% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $52,825,379 | 757,136 | 0.49% | Shares |
| Fiera Capital Corp | $48,787,231 | 699,258 | 0.46% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $48,092,635 | 689,303 | 0.45% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $46,425,795 | 665,412 | 0.43% | Shares |
| LOOMIS SAYLES & CO L P | $45,482,672 | 651,894 | 0.42% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $44,553,043 | 638,582 | 0.42% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $43,113,681 | 617,939 | 0.40% | Shares |
| Invesco Ltd. | $42,306,228 | 606,367 | 0.40% | Shares |
| CITADEL ADVISORS LLC | $41,262,257 | 591,404 | 0.39% | Shares |
| Squarepoint Ops LLC | $40,873,638 | 585,834 | 0.38% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $39,165,748 | 561,354 | 0.37% | Shares |
| BANK OF NOVA SCOTIA | $36,267,214 | 519,811 | 0.34% | Shares |
| Assenagon Asset Management S.A. | $34,240,465 | 490,762 | 0.32% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $33,384,955 | 478,500 | 0.31% | Shares |
| Prana Capital Management, LP | $33,373,224 | 478,332 | 0.31% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Stifel Financial Corp. (2) | Aug. 16, 2012 | · | Initial filing | · | SEC |
| BankAtlantic Bancorp, Inc. (I.R.S. No. ×2 filings | March 25, 2008 | · | Initial filing | · | SEC |
| BankAtlantic Bancorp, Inc. | March 9, 2007 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Sept. 5, 2002 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 54 insiders · 17 officers · 27 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ronald J Kruszewski | Chief Executive Officer | Feb. 27, 2026 A | 1,255,459 | 0 | 0 | $0 |
| Christopher K Reichert | CEO of Stifel Bank & Trust | Feb. 27, 2026 A | 59,480 | 0 | 0 | $0 |
| James M Marischen | Chief Financial Officer | Feb. 27, 2026 A | 75,030 | 0 | 0 | $0 |
| James M Zemlyak | President | Feb. 27, 2026 A | 1,170,720 | 0 | 1 | $-1,115 |
| Scott B Mccuaig | PRESIDENT RETAIL GROUP | Jan. 17, 2012 M | 380,567 | 0 | 0 | $0 |
| Walter F Imhoff | HANIFIN PRESIDENT | Oct. 5, 2007 S | 48,833 | 0 | 0 | $0 |
| David D Sliney | Chief Operating Officer | Feb. 27, 2026 A | 169,940 | 0 | 0 | $0 |
| Thomas B. Michaud | Senior Vice President | Feb. 27, 2026 A | 86,490 | 0 | 0 | $0 |
| Mark P Fisher | Senior VP & General Counsel | Feb. 27, 2026 A | 54,651 | 0 | 0 | $0 |
| Ben A Plotkin | Vice Chairman and SVP | March 3, 2020 M | 98,933 | 0 | 0 | $0 |
| Richard J Himelfarb | Senior Vice President | March 3, 2020 M | 95,177 | 0 | 0 | $0 |
| Thomas P Mulroy | Director | March 2, 2017 A | 109,954 | 0 | 0 | $0 |
| David M Minnick | General Counsel & Senior VP | Jan. 6, 2017 M | 0 | 0 | 0 | $0 |
| Stephen Chad Estep | Senior Vice President | June 9, 2015 S | 904 | 0 | 0 | $0 |
| Bernard N Burkemper | Controller | May 12, 2014 S | 28,496 | 0 | 0 | $0 |
| Joseph A Sullivan | Director | Oct. 15, 2008 M | 167,986 | 0 | 0 | $0 |
| Tom Prince | GENERAL COUNSEL | June 18, 2004 P | 3,441 | 0 | 0 | $0 |
| Lisa Landau Carnoy | Director | June 9, 2026 A | 10,611 | 0 | 0 | $0 |
| James P. Kavanaugh | Director | June 9, 2026 A | 13,626 | 0 | 0 | $0 |
| Adam T. Berlew | Director | June 9, 2026 A | 24,475 | 0 | 0 | $0 |
| Maryam S. Brown | Director | June 9, 2026 A | 10,429 | 0 | 0 | $0 |
| Maura A. Markus | Director | June 9, 2026 A | 44,688 | 0 | 0 | $0 |
| Victor Nesi | Director | June 9, 2026 A | 165,047 | 0 | 0 | $0 |
| Robert Edward Grady | Director | June 9, 2026 A | 15,429 | 0 | 0 | $0 |
| David A Peacock | Director | June 9, 2026 A | 13,764 | 0 | 0 | $0 |
| Michael J Zimmerman | Director | June 9, 2026 A | 71,562 | 0 | 0 | $0 |
| Michael W Brown | Director | June 9, 2026 A | 103,264 | 0 | 0 | $0 |
| Thomas W Weisel | Director | Feb. 18, 2026 M | 12,871 | 0 | 0 | $0 |
| Daniel J. Ludeman | Director | March 9, 2025 M | 14,442 | 0 | 0 | $0 |
| Kathleen Brown | Director | June 13, 2023 M | 22,090 | 0 | 0 | $0 |
| James M Oates | Director | June 2, 2021 S | 4,996 | 0 | 0 | $0 |
| John P Dubinsky | Director | June 3, 2020 S | 16,281 | 0 | 0 | $0 |
| Kelvin R Westbrook | Director | June 6, 2018 M | 27,109 | 0 | 0 | $0 |
| Bruce A Beda | Director | June 6, 2017 M | 45,588 | 0 | 0 | $0 |
| Charles A Dill | Director | June 16, 2016 M | 73,820 | 0 | 0 | $0 |
| Alton F Irby III | Director | June 16, 2016 M | 31,246 | 0 | 0 | $0 |
| Robert E Lefton | Director | Dec. 31, 2015 M | 24,620 | 0 | 0 | $0 |
| Richard F Ford | Director | June 22, 2012 M | 49,632 | 0 | 0 | $0 |
| Robert J Baer | Director | July 22, 2009 M | 14,101 | 0 | 0 | $0 |
| George H Walker III | Director | Sept. 21, 2005 G | 678,488 | 0 | 0 | $0 |
| BANKATLANTIC BANCORP INC | 10% owner | March 18, 2008 J | 724,078 | 0 | 0 | $0 |
| Charles Bradford Raymond | · | March 9, 2026 M | 88,337 | 0 | 0 | $0 |
| David Rubulotta | · | Feb. 27, 2026 A | 992 | 0 | 1 | $-49,724 |
| Brantley Mcduffie | · | Feb. 27, 2026 A | 1,254 | 0 | 0 | $0 |
| Allen Brautigam | · | March 3, 2020 M | 32,281 | 0 | 0 | $0 |
| Frederick O Hanser | · | Sept. 17, 2018 G | 39,905 | 0 | 0 | $0 |
| Thomas R Kendrick | · | Jan. 11, 2008 M | 34,298 | 0 | 0 | $0 |
| Steven H Bell | · | Jan. 11, 2008 M | 26,679 | 0 | 0 | $0 |
| Michael F Imhoff | · | Jan. 11, 2008 M | 36,370 | 0 | 0 | $0 |
| Joseph J Schlafly | · | Jan. 11, 2008 M | 29,945 | 0 | 0 | $0 |
| Marcia J Kellams | · | Aug. 9, 2007 S | 6,965 | 0 | 0 | $0 |
| John Jeffery Fowlds | · | Jan. 13, 2006 M | 26,226 | 0 | 0 | $0 |
| Rick E Maples | · | June 18, 2004 P | 49,774 | 0 | 0 | $0 |
| Joseph A Stieven | · | June 16, 2004 S | 82,684 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 84 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EPMV · Harbor ETF Trust | 2.36% | 1,333 NS | July 31, 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 2.02% | 1,484 NS | July 31, 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1.86% | 1,026 NS | July 31, 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 0.96% | 68,094 SH | Oct. 1, 2026 | Daily |
| FFSM · FIDELITY COVINGTON TRUST | 0.96% | 173,063 NS | July 31, 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.94% | 20,372 NS | July 31, 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0.71% | 97,073 NS | July 31, 2026 | N-PORT |
| PGX · Invesco Exchange-Traded Fund Trust … | 0.71% | 1,348,482 | Oct. 1, 2026 | Daily |
| CVY · Invesco Exchange-Traded Fund Trust | 0.62% | 10,271 SH | Oct. 1, 2026 | Daily |
| PGF · Invesco Exchange-Traded Fund Trust | 0.39% | 151,993 | Oct. 1, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.36% | 16,890 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.35% | 20,391 SH | Oct. 1, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.34% | 9,288 NS | July 31, 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0.33% | 33,948 NS | July 31, 2026 | N-PORT |
| PFF · iShares Trust | 0.33% | 2,233,603 SH | Sept. 11, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.31% | 83,250 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.30% | 23,481 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.29% | 247,895 SH | Aug. 19, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.28% | 59,272 SH | Aug. 19, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 66,644 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.27% | 2,253 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.27% | 32,383 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.27% | 44,289 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.24% | 26,823 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.24% | 73,047 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.24% | 43,415 SH | Oct. 1, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.22% | 2,121,437 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.20% | 366,628 NS | July 31, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.19% | 3,048 NS | July 31, 2026 | N-PORT |
| IYF · iShares Trust | 0.18% | 99,704 SH | Sept. 11, 2026 | Daily |
| IYG · iShares Trust | 0.17% | 46,540 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.17% | 59,255 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.16% | 79,540 SH | Sept. 11, 2026 | Daily |
| FNCL · FIDELITY COVINGTON TRUST | 0.14% | 39,641 NS | July 31, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.13% | 5,089 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 1,760,911 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.12% | 3,343,092 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.12% | 245,862 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.12% | 223,241 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.11% | 9,332 SH | Sept. 11, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 2,053 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.10% | 6,694 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 27,046 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.09% | 154,598 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.09% | 612,041 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.06% | 44,905 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 6,601 SH | Oct. 1, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.06% | 102,721 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.05% | 20,493 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.05% | 274,755 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.05% | 270,186 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.04% | 4,730 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.04% | 593,299 SH | Aug. 19, 2026 | Daily |
| DIVB · iShares Trust | 0.04% | 9,494 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.03% | 9,024 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.03% | 330,787 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 89,952 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 6,794 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.03% | 38,615 NS | July 31, 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 24,954 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 33,713 SH | Aug. 19, 2026 | Daily |
| IUSG · iShares Trust | 0.02% | 74,940 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.02% | 45,544 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.02% | 61,872 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 103,518 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 6,389 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 42,288 SH | Sept. 8, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 199,696 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 23,106 SH | Oct. 1, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 4,625,965 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 122,757 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 12,461 SH | Aug. 19, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| IJH · iShares Trust | · | 5,382,848 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 489,165 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 351,989 SH | Aug. 21, 2026 | Daily |
| IAI · iShares Trust | · | 189,159 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 21,049 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 6,850 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 11,390 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 83,068 SH | Sept. 11, 2026 | Daily |
SF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 16 analysts
BUY
Median target
$87.00
+23.8%
4 25.0%
Strong Buy
6 37.5%
Buy
6 37.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-09-27Mean target $89.00 +26.6%
← Below all targets
Current price $70.28
Low$81.00
Mean$89.00
High$103.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SF | · | 14.2 | 6.7% | 10.8% | 11.7% | · |
| IBKR | · | 29.0 | 23.4% | · | · | · |
| HOOD | $101.94B | 55.2 | 51.6% | 42.1% | 21.9% | · |
| RJF | $34.20B | 16.8 | 6.6% | 13.4% | 17.7% | · |
| LPLA | · | 32.7 | 37.2% | 5.1% | 16.6% | · |
| FRHC | $8.88B | 57.7 | 9.3% | 7.0% | 11.3% | · |
| JEF | · | 20.3 | 2.9% | 6.3% | 6.6% | · |
| EVR | · | 24.2 | 29.5% | 15.3% | 31.7% | · |
| VIRT | · | 6.5 | 26.2% | 12.9% | 58.4% | · |
| HLI | · | 23.1 | 9.6% | 16.3% | 18.6% | · |
| SNEX | $5.27B | 17.1 | 32.5% | 0.23% | 14.4% | 3.1% |
Latest News Recent headlines mentioning this company
How Prologis Conquered The World
Yahoo Finance · 3 weeks, 2 days ago
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ZeroHedge · 3 months, 3 weeks ago
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ZeroHedge · 4 months ago
ABB Commits $200 Million to Expand Europe Grid Equipment Capacity
Yahoo Finance · 4 months, 3 weeks ago
Michael Burry Has Soured on Palantir and Is Betting on This Other Beaten-Down Artificial Intelligence (AI) Software Stock Instead
Nasdaq · 5 months ago
Stifel Financial Corp. Q1 Income Climbs
Nasdaq · 5 months, 1 week ago
Stifel Financial to Settle With Clients Who Won $133 Million Arbitration Award
Yahoo Finance · 5 months, 1 week ago
Concerns Over AI Pressured Stifel Financial Corp. (SF) in Q1
Yahoo Finance · 5 months, 2 weeks ago
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Stopped out
risk 1
reward 4.99
entry
$79.51
R:R 4.99
BLUECHIP_DIP
Expired
risk 1
reward 5.00
entry
$73.17
R:R 5.00
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed May 4, 2026